The Impact and Effort Matrix Template from Learn Lean Sigma is a customizable Excel tool designed to help prioritize tasks and projects by assessing their impact and required effort. Users plot tasks on a matrix based on estimated impact and effort, aiding in decision-making about which projects to prioritize or defer. The template is user-friendly, includes an example, and is compatible with recent versions of Microsoft Excel. It is particularly useful for project managers and team leaders looking to optimize resource allocation and project timelines.
Learn more about the Impact and Effort Process: Impact and Effort Matrix Guide
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These are the low-hanging fruits—tasks that are relatively easy to complete but have a significant positive impact. These should be your immediate focus.
These are tasks or projects that require a lot of resources but offer little in return. It’s generally advisable to either re-evaluate or avoid these tasks altogether.
Tasks in this quadrant aren’t urgent or highly impactful, but they’re easy to achieve. These are good fill-in tasks for when teams have extra time or resources.
These tasks offer great returns but are resource-intensive. They often require detailed planning, and maybe even a dedicated team, to execute effectively, these would most likely form their own project.
Enter tasks, scoring each by impact and effort.
Review the plotted tasks on the matrix to prioritize.
Use the matrix's visuals to identify high-priority tasks.
Update tasks and their placements as needed.
Periodically reassess tasks to ensure alignment with goals.
